A comprehensive out estate plan is designed to carry out your wishes, while minimizing your state and federal tax liability.
Business owners face an even greater array of considerations in succession planning.
To further complicate matters, the law in this area is constantly changing and is currently unsettled beyond 2012.
At Holman & Frenia, P.C. you can rely on our experienced professionals to stay abreast of the ever changing rules and regulations, and provide you with the latest cutting-edge planning advice.
We are also able to assist in the probate process by ensuring full trust and estate tax compliance, as well as providing post-mortem tax saving opportunities.
Please do not hesitate to contact us if you would like to discuss what estate plan may be right for you, or if you would like us to review your current estate plan documents.
